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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Scenario 1

Acme Ltd utilizes Dynamics CRM's out-of-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management lifecycle:

The following are the three global offices:

  • New York head office, USA
  • London sales office, UK for Europe
  • Mumbai sales office, India for Asia

The requirements of Acme Ltd are as follows:

  • Central reporting of opportunity management at the New York head office
  • Lead capture and qualification based on the location
  • Opportunity management

The following steps explain the process adopted by Acme Ltd for capturing leads, filling ...

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